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How do I manage audit trail in Engine for Invoice Management?

Table of Contents

How do I view Audit Trail in Engine for Invoice Management?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Click on the Invoice Management tab.  
4. Select the Engine tab.  
5. Select the Client in the dropdown list.
6. Select the row which you want to view the details  
7. Click on the view icon.
8. It's open in a new popup window.  
9. Click on the Audit Trail button. It will open Audit Trail page in a new window.
10. Select filter the fields as per the requirement.
11. Click on the Filter button to filter Audit Trail report.

How do I export the Audit Trail report in Engine for Invoice Management?

1. Login to your account using your current username and password.
2. Click on the Asset / Lease Management Tab.
3. Click on the Invoice Management tab.  
4. Select the Engine tab.  
5. Select the Client in the dropdown list.
6. Select the row which you want to view the details  
7. Click on the view icon.
8. It's open in a new popup window.  
9. Click on the Audit Trail button. It will open Audit Trail page in a new window.
10. Select filter the fields as per the requirement.
11. Click on the Filter button to filter the Audit Trail report.
12. Click on the Export button, to export the data in your drive.
13. It will show you Popup asking whether you want to open or save the file.
Choose files or drag and drop files
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  1. Lauren Partridge

  2. Posted

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